This will require the new portal, so if you are still using the legacy member portal, you will need to enable the new portal or upgrade all web components.
Introduction
When visitors register for an event on your website, there are four tabs:
- Registration Contact: Enter the registration contact's information
- Select Items: Choose the event item(s) and quantity
- Attendees: Enter the attendee's information
- Submit/Submit and Pay: This will read as Submit at the beginning, but if the registrant chooses an event item that has a cost, the tab will change to Submit and Pay after moving from the Select Items tab to the Attendees tab. If there is not a cost then it will continue to read Submit.
After submitting, the confirmation page and email will include the attendee list if you are using the default template. If you are using a custom template then you need to add the dynamic field [[ATTENDEELIST]] to the body of your template for that summary to appear.
The registrant should first log in (top right). It will save time by auto-populating their contact information and, if they are a member, show member-only events and member pricing.
If the registrant is not logged in, this message will appear at the top.
This message can be changed by editing the Sign In Button Text (Event Registration Configuration).
Registration Contact
- Fill out the contact information for the registration contact. Anything with an asterisk is required.
The Registration Contact is the person responsible for submitting the information and, if applicable, the person paying the resulting invoice.
- Click Continue to Items. You may not click Continue unless all required fields are filled out.
The fields that appear for your event may be different than this example. It will depend on what you set as visible and required in MC Trade (Registration Fields).
Select Items
The event items will be listed here with the name, short description (if entered), and price.
It will only show event items that are marked "Public" and with a Sales Date range that includes today's date. Both options can be configured by editing the event item in MC Trade.
- Click the + button beside an event item to register for that event.
- The button will split into two buttons if you want to decrease or increase the quantity.
- Define any custom fields, if applicable. Custom fields can be added to an event (Registration Fields) and configured to appear on the Select Items screen, Attendees screen, or both.
- Click Continue to Attendees. You may not click Continue unless all required fields are filled out.
Other Information
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The number remaining will appear below the + button if a limited number has been defined on the event item (e.g., 10 Available). If nothing is available, it will show "Sold Out" instead of a + button.
- By default, the number of attendees included is 1 (i.e., a quantity of 1 = 1 attendee). However, if the default is changed on the event item (for example, a quantity of 1 = 2 attendees), it will show "Includes x attendees."
- If the event offers member pricing, it will appear crossed out (disabled) if the registrant is not logged in or if the registrant is logged in, but not a member. Also, a reminder will appear at the bottom. It would say, for example, "Members save $10 on this total."
- If the registrant is not logged in and there are either member-only event items or event items for specific affiliations, the + button will be replaced with the message, "Log In To Register."
Attendees
The attendee cards will appear here.
In this example, there are two event items: Dinner and Show. On the previous screen, 2 was entered for Dinner and 2 for Show. So, on this screen, two attendee cards would appear because MC Trade assumes that it is the same 2 people registering for both items.
You can still add another attendee if needed.
One more example: If 10 registered for the Dinner and 5 for the Show, 10 cards would appear because MC Trade assumes that 5 of the same 10 are attending the Show.
- Fill out each attendee's information.
- Choose the event item(s) for each person.
If you need to start over, you can click Clear All at the bottom to reset the attendee card.
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Define any custom fields, if applicable. Custom fields can be added to an event (Registration Fields) and configured to appear on the Select Items screen, Attendees screen, or both.
- Click Add an Attendee if you need to add another and fill it out.
In the example above, there are two attendee cards. Assume that Anamaria is registering for the Dinner and Show, but Gavin is only registering for the Dinner (i.e., there is a third attendee). In that situation, you would uncheck "Show" for Gavin, and click "Add Another Attendee" at the bottom.
- Click Continue to Payment. You may not click Continue unless all required fields are filled out.
The fields that appear for your event may be different than this example. It will depend on what you set as visible and required in MC Trade (Registration Fields).
Submit/Submit and Pay
Payment
If the registrant chose an event item that has a cost then a Payment section will appear here.
The screen will display an itemized list of the selected event items, the total amount owed for registration, and an option to setup a payment.
- Apply any discounts by entering a promo code and clicking Apply Code.
This will only appear if a promo code has been added to the event.
- Apply any discounts by choosing a member benefit and clicking Apply Benefits.
This will only appear if a benefit has been added to the event, the registrant's member profile has that benefit assigned, and the registrant is logged in.
As you click Apply Code or Apply Benefits, the discount information will appear below.
- Choose a payment method. In the example below, there are two available payment methods: Credit Card to create an invoice and payment and Bill Me Later to create an unpaid invoice.
The payment methods that appear for your event may be different than this example. It will depend on what you set as "available to public" in MC Trade (Registration Settings).
- After choosing a method and filling out any information, proceed to the next section.
Submit Registration
Confirm that you are not a robot, if prompted, and click Submit Registration.
MC Trade will check related registrations to find possible duplicate attendees. If it finds the same first name, last name, and organization/email, it will warn the registrant that this attendee may have a duplicate registration. The registrant can then cancel or continue with the registration.
The confirmation page will appear. The message at the top can be changed by editing the "Registration Confirmation Message" (Event Registration Configuration) and each event can add to that with "Additional Text For Confirmation Message" (Event Notifications).
Sharing the event to social media networks will only appear if it is enabled for the event.
It will include a summary, listing any registered event items with their cost, and any additional costs (e.g., from custom fields).
There will also be a summary that lists all of the attendees (name and email address) with event items and custom fields. It will appear in the default template and confirmation email.
If you are using a custom template then you need to add the dynamic field [[ATTENDEELIST]] to the body of your template for that summary to appear.